Tower Wealth Partners, Inc. Purchases and Sells in Q4 2025

Tower Wealth Partners, Inc.

$179 Million
Q4 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	10.5K + 15.11%	$46.2 - $46.85 $486K - $493K	80.2K $3.71M
JAAA	9.65K + 2.97%	$50.55 - $50.74 $488K - $489K	334K $16.9M
GOOGL	1.11K + 66.03%	$236.57 - $291.31 $263K - $324K	2.8K $772K
EDIV	5.48K + 3.41%	$37.81 - $39.2 $207K - $215K	166K $6.51M
SHY	3.06K + 16.19%	$82.69 - $83.12 $253K - $254K	21.9K $1.82M
RECS	3.44K + 0.69%	$39.39 - $41.32 $136K - $142K	499K $20.2M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PVAL	67K New	$41.58 - $44.36 $2.78M - $2.97M	67K $2.93M
NLR	3.56K New	$128.96 - $165.33 $459K - $588K	3.56K $458K
WMT	2.96K New	$101.18 - $109.03 $300K - $323K	2.96K $304K
EXPE	1.13K New	$210.33 - $273.65 $237K - $308K	1.13K $298K
ORCL	1.05K New	$217.57 - $313.0 $229K - $329K	1.05K $231K
NEE	2.69K New	$78.18 - $86.03 $210K - $231K	2.69K $230K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-62.3K - 24.58%	$63.25 - $66.24 $3.94M - $4.12M	191K $12.3M
META	-592 - 44.18%	$609.01 - $751.67 $361K - $445K	748 $455K
PG	-1.35K - 12.3%	$145.5 - $153.18 $197K - $207K	9.65K $1.41M
SPYG	-3.29K - 1.64%	$102.4 - $109.39 $337K - $360K	197K $20.7M
VZ	-1.83K - 17.44%	$38.4 - $43.83 $70.2K - $80.1K	8.65K $354K
QQQ	-173 - 4.01%	$589.5 - $635.77 $102K - $110K	4.14K $2.5M

Activity Summary All Purchases 63 New Holdings 7 Increased Positions 56 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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